Autopilot & Agent Goals

Workflows follow the steps you drew. Autopilot doesn't have steps — you give a pipeline a goal, and the agent works every open deal toward it, drafting each touch for your approval.

You give each pipeline a goal — "get them to buy the maintenance plan" — and the agent works every open deal toward it: reading the history, picking the next move, drafting the outreach, and knowing (for a fact, not a guess) when it has won.

Two names to keep straight: Autopilot is the goal engine deciding what should happen next on each deal. Arianna is the AI teammate doing the talking — the texts, emails, and calls. Every word she sends waits in your Approvals inbox first.

Handing a deal to the agent

Deals reach Autopilot two ways:

• From a workflow — the Handoff to Autopilot node. Your pre-built speed-to-lead workflow already does this: the instant first touches run as fixed steps, then the agent takes over. Terminal mode ends the workflow at handoff; parallel mode keeps both running.
• From the pipeline itself — when a deal sits in a stage the agent manages, or when you turn autopilot on for the pipeline in Settings.

Each pipeline under autopilot has one Autopilot workflow, named "Autopilot: <pipeline>". Your niche pipeline's is created for you at setup. Pipelines you create yourself get theirs automatically the first time a deal on that pipeline goes under autopilot — you never have to build it. You can also make one by hand: create a workflow with the Autopilot trigger and bind any pipeline in its Agent Goals panel.

Either way, the workflow's canvas is display-only — the agent isn't following drawn steps. Its real controls live in the Agent Goals panel: the goals, done signals, booking routing, and cooldown described below.

Once a deal is enrolled, the agent works it on a loop: look at what's happened, plan the next move, queue it for your approval.

The ultimate goal — and how winning is detected

Every pipeline carries one ultimate goal: a plain-English sentence (what a win means and any guardrails) plus a goal product group — the products that count as the win.

The important part: winning is a database fact, never an AI opinion. The deal is won when the contact actually pays for a product in your goal group — a real, recorded order. A deal you mark won yourself counts the same. The agent can't talk itself into declaring victory, and it can't miss a win that already happened.

Per-stage goals

Under the ultimate goal, each pipeline stage gets its own instructions:

• Stage goal — what "success in this stage" means, in your words ("book the site survey").
• Done signal — how the stage completes: an appointment gets booked, a product gets purchased (you can name which products per stage), the stage advances (the agent judges readiness and suggests the move on the deal — a teammate confirms it), or manual (only a human moves it).
• Book with — when the agent books a meeting in this stage, who takes it: Arianna, the assigned rep, or your team default routing. The system resolves this by rule — the agent doesn't choose who gets the calendar slot.

Your niche suite pre-fills sensible stage goals; edit them any time in the Agent Goals panel.

Humans always win: takeover and cooldown

The moment you or a teammate is actively working a deal — replying, calling, taking over the thread — the agent backs off. It stays out of the way for a cooldown you control (default 3 days, settable 0–90), then quietly resumes if the deal is still open and nobody's active. You never race your own AI for a conversation, and deals never fall through the cracks when a human gets busy.

The CRM shows a teammate-active badge on deals in cooldown, so you can see why the agent is holding back.

Pause and stop, per deal

Every enrolled deal has its own switch:

• Pause — the agent skips the deal and re-checks roughly twice a day. Flip it back to resume.
• Stop — the agent is done with this deal for good.

Neither touches your other deals or your workflows.

The Approvals queue — the always-on guardrail

Every outbound action the agent takes — every text, email, and call — lands in your Approvals inbox before it goes out. Nothing reaches a contact without a green light. Two details worth knowing:

• If your industry playbook has approved copy that fits the situation, it replaces the agent's draft — your reviewed wording beats improvisation.
• All the platform's compliance gates still apply on top: texting consent, Do-Not-Call and litigator scrubbing for calls, calling hours, send-fatigue limits, and the never-optional STOP halt.

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